Samuel Winkler
Samuel Winkler is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Mount Pleasant, SC, with 8 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1040 Ewall St, Mount Pleasant, SC, 29464
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Samuel is the owner of Samuel B. Winlker, LLC, a state-registered entity, and co-owner/CPA at Thiem McCutchen Winkler CPAs PA, where he provides tax preparation services. He is also a partner at Lowcountry Financial Group, providing financial planning and investment advice, taking about 10-20% of his time, and an owner/member of 1040 Ewall Properties LLC, a real estate holding company.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
State Registrations3 states
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